Author name: ASYMMETRIC CAPITAL ADVISORY LLC

I’ve been thinking about why China might have decided to reverse course this week on “common prosperity” and support their big tech companies, sending the stocks of those companies rocketing higher.  Why now? I keep coming back to the same chilling conclusion.  Our Russian financial sanctions have essentially rendered the currency of another country, even

In the now almost two years since the beginning of the pandemic, it has often been said that its effects would accelerate already existing trends.  The asymmetry of risk and return in a world pulled in alternate directions by geopolitical forces, more than a decade of experimental expansionary monetary policy, the approaching fiscal cliff of

Sometimes investors focus on the long view; other times, events, real or imagined, cause views to compress dramatically.  It’s always easy to reflect through the rearview mirror once the pendulum swings, but the difficulty in doing so as events are unfolding is sometimes obscured by emotion or by the sheer enormity of the information inputs

Who could have imagined that in the course of less than thirty days the US economy could move from the strongest in generations, to the weakest since the dust bowls of the Great Depression. Yet, that is exactly what happened.

As we review 2019 and anticipate 2020, the geopolitical stresses we referenced last year have been exacerbated by recent events in Iran as well as the now obvious economic decoupling of the US and China.  Yet technology continues to provide opportunities for literally exponential growth as its networking effects (the idea that tech platforms and

Thank you for your continued confidence and trust in me as your financial advisor.  I have chosen the Registered Investment Advisory platform because the acceptance of the full fiduciary standard frees the client/advisor relationship from the constraints and agenda of a large financial organization.  Client assets, however, will continue to be custodialized and accounted for